APHMX Mutual Fund

APHMX Mutual Fund

NAV$43.10
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Returns Overview

1 Month
-2.75%
3 Months
+2.18%
6 Months
+1.82%
YTD
+2.57%
1 Year
+0.14%
3 Years (annualized)
+16.21%
5 Years (annualized)
-0.34%
10 Years (annualized)
+11.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHMX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+2.57%
Peer Avg (YTD)
+8.01%
vs Peers
-5.44%

APHMX Mutual Fund Performance

APHMX performance across multiple time periods: 1-month -2.75%, YTD 2.57%, 1-year 0.14%, 3-year 16.21%, 5-year -0.34%, 10-year 11.63%.

APHMX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

APHMX vs another fund shows side-by-side returns. APHMX alternatives are available in the Mutual Fund Screener.